Filed May 24, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $445,855 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $91,248 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,468 | $81,321+19.9% | $68,509+42.3% | $59,188+64.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 0.57% | 4.65%-4.1pp | 8.27%-7.7pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,376 | $3,297-27.9% | $2,278+4.3% | $2,098+13.3% |
| Participant deferral / active EE | $4,955 | $4,592+7.9% | $3,382+46.5% | $3,265+51.8% |
| Admin fee / account holder | $156 | $62+153.0% | $5,275-97.0% | $92+69.4% |